Remote Investment Operations Specialist (HSA)

WEX Health, Inc.; North Dakota; Hybrid; USD 83,000 - 96,000; Full time

Job summary

WEX Inc. in the United States seeks an Investment Operations Analyst to join the Financial (Funding) Risk Operations team.

You will establish robust financial risk frameworks for expanding HSA investment activities, handling reconciliation, issue resolution, and Level 2+ support while maintaining regulatory compliance. Based remotely in the US with a CST schedule 8:00am–4:30pm; you will help shape new processes, oversee custodial relationships, improve KPI reporting, and drive automation to

Qualifications

• Minimum 3-5 years in a large financial services organization focusing on investment operations.
• Minimum 2-3 years direct experience with HSA custody services and the associated investment ecosystem.
• Ability to independently analyze highly complex operational issues and implement sustainable solutions.
• Understanding of KPI reporting and regulatory compliance principles (FINRA, SEC).
• Experience creating, implementing, and documenting operational procedures.

Responsibilities

• Perform complex reconciliations of HSA investment activity across platforms.
• Analyze operational issues, identify root causes, and implement solutions with minimal supervision.
• Facilitate and manage complex liquidations, ensuring regulatory compliance and internal policies.
• Provide Level 2/3 support for escalated investment challenges and inquiries.
• Oversee broker/dealer and custodial oversight and integration with NBC custodial operations.
• Escalate and resolve buy/sell order inquiries for accurate execution and settlement.
• Assist in managing the fund list and processing of investment fees for accuracy.
• Develop and document scalable operational procedures and processes.
• Support advanced KPI reporting and ensure adherence to FINRA/SEC requirements.
• Participate in cross-functional projects for system enhancements and regulatory updates.
• Lead process automation and AI initiatives to scale operations.

Skills

Reconciliation

Issue resolution

Regulatory compliance

Data analysis

Process improvement

Cross-functional collaboration

KPI reporting

Microsoft Excel

Google Workspace

Financial risk management

Tools

Trading systems

Reconciliation tools

Custodial portals

Data analytics platforms

Microsoft Office Suite

Job description

WEX Inc. in the United States seeks an Investment Operations Analyst to join the Financial (Funding) Risk Operations team.

You will establish robust financial risk frameworks for expanding HSA investment activities, handling reconciliation, issue resolution, and Level 2+ support while maintaining regulatory compliance. Based remotely in the US with a CST schedule 8:00am–4:30pm; you will help shape new processes, oversee custodial relationships, improve KPI reporting, and drive automation to